AI Holders Summary · Q1 2026

153 institutions reported LGOV in Q1 2026. LPL Financial LLC leads at 21.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

LPL Financial LLC

CIK 0001403438

$92M4.3M0.02%Q1 2026 02

ROYAL BANK OF CANADA

CIK 0001000275

$44M2.0M0.01%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$37M1.7M0.00%Q1 2026 04

Csenge Advisory Group

CIK 0001715593

$24M1.1M1.12%Q1 2026 05

GDS Wealth Management

CIK 0001940869

$23M1.1M1.41%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$22M1.0M0.01%Q1 2026 07

Stratos Investment Management, LLC

CIK 0001707206

$20M936K0.81%Q1 2026 08

STEPHENS INC /AR/

CIK 0000757657

$19M871K0.23%Q1 2026 09

Walkner Condon Financial Advisors LLC

CIK 0001817494

$18M841K2.39%Q1 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$18M813K0.00%Q1 2026 11

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$17M807K0.04%Q1 2026 12

Cetera Investment Advisers

CIK 0001666741

$17M767K0.02%Q1 2026 13

Atria Wealth Solutions, Inc.

CIK 0001927543

$14M663K0.32%Q2 2025 14

Tidemark, LLC

CIK 0002009591

$13M600K3.29%Q1 2026 15

Concurrent Investment Advisors, LLC

CIK 0002001015

$12M536K0.13%Q1 2026 16

Integrated Wealth Concepts LLC

CIK 0001737109

$11M493K0.08%Q1 2026 17

Financial Enhancement Group LLC

CIK 0001641438

$11M495K1.26%Q2 2026 18

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$9M395K0.01%Q1 2026 19

Anderson Financial Strategies, LLC

CIK 0002018166

$7M339K4.00%Q1 2026 20

Kingsview Wealth Management, LLC

CIK 0001791965

$6M297K0.09%Q1 2026

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